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Nokia delivered a stronger-than-expected third quarter, with comparable operating profit reaching €435 million against consensus of about €342 million. Group net sales rose 12% to €4.83 billion, above forecasts, driven by Optical Networks and cloud-related demand tied to AI data centers. The stock jumped double digits intraday and added billions in market value, reflecting newfound confidence after a challenging first half. The recovery now is concentrated in network infrastructure rather than mobile RAN, underscoring where customers are actually spending to handle AI-era traffic patterns. Nokia nudged its full-year operating profit outlook to €1.7–2.2 billion, with a reporting change related to scaling down passive venture investments partly in play.
New usage data shows AT&T subscribers are tapping into T-Mobile’s Starlink-powered T-Satellite more than expected, signaling a rapid shift in how carriers and customers think about direct-to-device connectivity. Speedtest intelligence indicates T-Mobile users account for the majority of direct-to-device (D2D) connections to Starlink, roughly six in ten overall and more than seven in ten among devices reporting active service at connection time. The surprise is AT&T’s footprint: about a third of observed connections come from AT&T subscribers, while Verizon’s share is minimal.
India’s mobile industry lobby is pushing for tariff corrections as network spending rises faster than service revenues. The Cellular Operators Association of India (COAI) says operators face a growing mismatch between capital outlays and tariff-led returns. By its estimate, the cumulative gap up to 2024 was already around Rs 10,000 crore and is widening in 2025 as data consumption accelerates. COAI argues that a handful of large traffic generators (LTGs) are responsible for most network load without directly contributing to network build costs. Expect a mix of tariff rationalization, plan redesign, and targeted capex as operators chase sustainable returns.
The AI value gap is widening—and it’s now a strategy problem, not a tooling problem. Fresh research shows a small cohort of “future-built” companies converting AI into material P&L impact while most firms lag despite sizable spend. BCG’s 2025 assessment of 1,250 senior executives finds only 5% of companies have the capabilities to consistently generate outsized AI value, with 35% scaling and beginning to see benefits, and a full 60% reporting little to no financial impact to date.
OpenAI is reportedly preparing a standalone app for its next-gen video model, positioning AI-only short video as a consumer format in its own right. The app reportedly delivers a vertical feed with swipe navigation, reactions, and remixing familiar mechanics that lower friction for discovery and creation. Every clip is generated by Sora 2 rather than uploaded, with current limits around 10 seconds per video. A recommendation engine powers a personalized “For You” experience, aligning with how short-form attention is won and retained today. A notable feature is identity verification tied to likeness usage. Expect provenance signals and watermarking frameworks (for example, C2PA-style manifests) to become table stakes for platforms that remix human likeness at scale.
Wayve’s end-to-end driving AI is now running in Nissan Ariya electric vehicles in Tokyo, marking a pragmatic step toward consumer deployment in 2027. The test vehicles combine a camera-first approach with radar and a lidar unit for redundancy, aligning with Japan’s dense urban environment and complex traffic patterns. The initial commercial target is “eyes on, hands off” Level 2 driver assistance, with drivers remaining responsible and ready to take over. Nvidia has signed a letter of intent for a potential $500 million investment in Wayve’s next funding round, reinforcing the compute-intensive nature of the program.
Argentina’s regulator ENACOM has created a new licensing framework and reserved spectrum to let enterprises run stand-alone private mobile networks across critical industries. ENACOM has designated the 2300–2400 MHz band for Private Wireless Broadband Systems, a category designed for on-premise, non-public LTE/5G networks serving operational technology and enterprise applications rather than consumer subscribers. The framework supports high-throughput, low-latency, and massive IoT use cases, enabling enhanced video, automation, and machine communications across industrial campuses and field operations; 2.3 GHz maps to widely supported 3GPP Band 40 (LTE TDD) and NR n40, giving enterprises access to a mature device and radio ecosystem.
With the FCC under pressure to deliver 300 MHz of auctionable spectrum, a group of Senate Republicans is urging the agency to preserve the shared 3.5 GHz CBRS band and the unlicensed 6 GHz band that underpin private 5G and next‑gen Wi‑Fi. Ten Senate Republicans, including five members of the Senate Commerce Committee, sent a letter urging the FCC to ensure existing operations in the 6 GHz and Citizens Broadband Radio Service (CBRS) bands continue “without disruption.” NTIA Administrator Arielle Roth called for preserving 6 GHz for Wi‑Fi, a stance applauded by NCTA as a recognition that unlicensed spectrum is an economic engine.
The quarter’s growth underscores a resilient access capex cycle despite macro uncertainty, with fiber and fixed wireless access (FWA) deployments offsetting sluggish cable spend. Fiber PON platforms and 5G FWA customer premises equipment (CPE) drove the uptick, while DOCSIS infrastructure outlays fell 13% year over year on weaker Remote PHY Device (RPD) purchases and a slowdown in new virtual CMTS (vCMTS) licenses. The competitive center of gravity in broadband is shifting. Operators prioritizing XGS-PON rollouts and 5G FWA are growing faster and spending more, while cable operators are pacing upgrades and deferring some distributed access architecture (DAA) investments.
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